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Ameriprise Financial shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ameriprise Financial

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All positions including Ameriprise Financial held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 551 454.40
2025-06-30 $253k 502 504.81
2025-03-31 $238k 505 472.10
2024-12-31 $278k 495 561.26
2024-09-30 $255k 494 515.90
2024-03-31 $209k 499 418.33
2023-12-31 $188k 495 379.57
2023-09-30 $262k 794 329.52
2023-06-30 $263k 790 332.33
2022-12-31 $258k 798 323.22